TCMD Earnings Prediction
The chart below shows how TCMD performed 10 days before and after its earnings report, based on data from the past quarters. Typically, TCMD sees a -0.25% change in stock price 10 days leading up to the earnings, and a -1.51% change 10 days following the report. On the earnings day itself, the stock moves by -1.59%. This data can give you a slight idea of what to expect for the next quarter's release.
TCMD Key Earning Data
TCMD Earnings Analysis
Positive
Revenue Growth Q1 2025: Total revenue grew 0.3% year-over-year to $61.3 million in Q1 2025.
Airway Clearance Revenue Surge: Airway clearance revenue increased 22% year-over-year to $10.7 million, indicating strong product performance and market demand.
Gross Margin Improvement: Gross margins increased by 290 basis points year-over-year, reflecting improved manufacturing and warranty costs.
Strong Cash Position: The company ended the quarter with a strong cash position of $83.6 million, despite a planned decrease due to stock buybacks.
AffloVest Sales Surge: Sales of AffloVest increased 22% year-over-year, highlighting the product's quality and strategic partnerships with DMEs.
Successful CRM Module Launch: The launch of the new Salesforce CRM module was completed on time, with positive feedback on training and change management.
Nimbl Market Adoption: Nimbl, the new lymphedema product, is outpacing market growth, indicating strong adoption and preference among patients and providers.
Patient Engagement Enhancement: The company is focused on enhancing patient engagement through the Kylee Patient Engagement Tool, which is expected to reach significant user milestones soon.
Negative
Minimal Revenue Growth: Total revenue growth was minimal at 0.3% year-over-year, indicating stagnation in overall performance.
Lymphedema Revenue Decline: Lymphedema business line revenue decreased by 3% year-over-year, highlighting challenges in this key segment.
Sales Productivity Impact: Sales headcount was reduced due to a strategic optimization, leading to a higher than expected vacancy rate and negatively impacting sales productivity.
Sales Productivity Decline: The launch of a new Salesforce CRM module caused a temporary decline in sales productivity due to the learning curve associated with the new system.
Adjusted EBITDA Decline: Adjusted EBITDA decreased significantly by 125% year-over-year, reflecting the impact of planned investments and operational changes.
Rising Operating Expenses: Operating expenses increased by 8%, which may indicate rising costs that could pressure profitability.
Increased Net Loss Concerns: Net loss increased by 35% year-over-year, raising concerns about the company's financial health and sustainability.
Revenue Guidance Revision: The company revised its full-year revenue guidance down to a range of $309 million to $315 million, reflecting the impact of sales vacancies and CRM implementation on expected growth.
TCMD FAQs
How does TCMD typically perform around its earnings report dates?
TCMD's stock performance around earnings reports can vary, but historical data shows specific patterns, such as a -0.25% change leading up to the report and a -1.51% change in the 10 days following the release.
Is Tactile Systems Technology Inc (TCMD) Q1 2025 Earnings Call Summary positive or negative?
How can historical earnings data help predict future stock performance?
TCMD Earning Call Sentiment
Tactile Systems Technology, Inc. (TCMD) Q1 2025 Earnings Call Transcript
TCMD.O
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